My thoughts today.

My entire timeline is regurgitating false statements about $MSTR. I’ve been buying since $40. I’ve rode it up now through multiple appreciations and major sell offs. Sentiment on X is at what I consider an all time low. It’s just laughable. Today’s move was powerful, the stock and company is incredibly robust and has a bulletproof balance sheet.

Many people are lying and falsely accusing the company of being a Ponzi, bankrupt, fraudulent, etc. None of which make any sense and are entirely untrue. There are a few rational actors like myself who can identify opportunities to buy in deep value. This is definitely one of those times. There is no saying what bitcoin does in the short term and there could be economic volatility ahead, but Strategy, Saylor and Phong, as well as the rest of the team have been wildly successful at implementing their plan and moving the goal post repeatedly.

One thing a lot of people are forgetting is that Strategy still has the most magnificent flywheel which is allowing them to continually issue preferreds and common stock to buy bitcoin. This is a speculative attack on the dollar. Bitcoiners used to talk about this frequently and revere of it by central banks but now they are hateful towards Saylor because he is using his own money printer to dilute shareholders in the short term to provide increased value in the long term.

The lack intelligence on this platform is incredible and I’ve been saying for a long time that most people would not be able to tolerate this drawdown, this stock is not for tourists, but if you rode it up and bought above 1 mNAV you can’t be scared now and sell if we go below 1 mNAV. Deep value has arrived in my opinion.

Saylor and Phong are moving goalposts and if you think they won’t do what’s best for the shareholders you are asinine. They are highly incentivized as large shareholders to make the stock perform well.

I am incredibly happy and proud to be a shareholder right now. I have no problem posting it and telling you I bought more MSTR today. I am down on plenty of my buys and I am up on far more. This too shall pass for if bitcoin succeeds, so will companies operating on a bitcoin standard.

Good luck to everyone who is struggling through this drawdown emotionally, but remember if you buying anything in the bitcoin landscape, look out 4 years and prepare for a gut wrenching drawdown.

This is a monopoly. There is not another company or business in the world that will even come close to what Saylor and Phong have created. 650,000 BTC is absolutely absurd. Monopolies like this come around once a decade. I will not let that pass me by. I think people will look back and realize how silly it was they overlooked this business model.

I will say one thing that could be difficult is that Strategy is dynamic and growing. This is either a death blow to a company or it’s a huge advantage. I love watching Saylor and the team every week show up and build and improvise and take feedback from the community. This is what it’s all about in my opinion.

Incredible day for shareholders. Glad to be on board.